Financial Literacy, month 10: Financial tuneup

TABLE OF CONTENTS

Financial tuneup

Investing can be complex or simple. Cut through the clutter and fine-tune your portfolio.



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PART 10:	Time for an investment tuneup

To a certain extent, you can set things up on autopilot. But occasionally you need to examine whether your investments and goals are on course.

Overview

•	Use investments to reach your goals
•	Building blocks for successful investing
•	How to build a sound portfolio

Take action:

•	10 top investment blunders
•	Investing shortcuts for the DIY investor
•	Finding a financial planner
•	Quiz: What is your risk tolerance?

Spotlight

•	John Bogle shares his wisdom
•	Gail MarksJarvis: Investing is simple
•	Keith Cameron Smith on millionaires
•	Phil Town's rules on investing
•	Celebrities talk about money, investing

Poll

•	National poll: Investing is confusing
•	Online poll: How do you stack up?

Money Makeover

•	Problem: Couple faces multiple decisions
•	Plan: They need to reposition their portfolio

Tools & resources

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Tools and resources

index | previous | next

	•	Overview: Investing
	•	Take action
	•	Spotlight
	•	Poll: Investing
	•	Money Makeover
	•	Tools & resources

Estate planning

Taxes

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